Client Relationship Consultant

1 day ago

Rancho Santa Margarita, California, United States U.S. Bank Full time

At U.S. Bank, we're dedicated to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our clients, providing personalized support and guidance to help them navigate their financial needs. With a focus on delivering exceptional customer service, you'll work closely with clients to understand their unique goals and objectives, and develop tailored solutions to meet their needs. This role requires a strong understanding of consumer and business banking products and services, as well as the ability to effectively communicate with clients and colleagues alike. If you're passionate about delivering outstanding customer experiences and have a knack for building strong relationships, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Build and maintain strong relationships with clients through proactive outreach and follow-up
  • Assess and attend to clients' banking needs, providing personalized solutions and recommendations
  • Develop and maintain a working knowledge of consumer and business banking products and services, including digital offerings
  • Provide exceptional customer service, ensuring a consistent and optimal client experience
  • Collaborate with branch team members and partners to deliver seamless support to clients
Requirements:
  • High school diploma or equivalent
  • Typically 3-4 years of job-related, retail banking experience or a combination of experience and commensurate training
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up
  • Effective communication and interpersonal skills
  • Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Preferred Skills:
  • Experience with using and demonstrating digital products and self-service technologies
  • Ability to explore and identify a customer's true needs while leveraging a digital-first mindset
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
Benefits:
  • Comprehensive benefits package, including healthcare, life insurance, and retirement plans
  • Opportunities for professional growth and development
  • Recognition and rewards for outstanding performance

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

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